Ken Fisher

Ken Fisher Fisher Asset Management

AUM $276B
1-Year Est. Return 24.78%
 

Ken Fisher is the founder and executive chairman of Fisher Investments, a global money management firm overseeing billions of dollars in assets. He gained early recognition for pioneering the use of the price-to-sales ratio in stock analysis and wrote the long-running “Portfolio Strategy” column in Forbes. Over the years, Fisher has authored numerous books on investing and wealth management, many of which have become bestsellers.

This Quarter Est. Return
1 Year Est. Return
+24.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189B
AUM Growth
+$12.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,269
New
Increased
Reduced
Closed

Top Buys

1 +$1.12B
2 +$358M
3 +$293M
4
KO icon
Coca-Cola
KO
+$290M
5
IHE icon
iShares US Pharmaceuticals ETF
IHE
+$220M

Top Sells

1 +$828M
2 +$679M
3 +$590M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$253M
5
PEP icon
PepsiCo
PEP
+$230M

Sector Composition

1 Technology 30%
2 Financials 12.45%
3 Consumer Discretionary 10.07%
4 Healthcare 9.87%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$24.3M 0.01%
42,455
-1,973
302
$24.3M 0.01%
205,603
-5,866
303
$24.3M 0.01%
1,018,772
+54,719
304
$24.1M 0.01%
289,026
-5,310
305
$24.1M 0.01%
875,161
-130,268
306
$23.8M 0.01%
2,264,275
-601,868
307
$23.7M 0.01%
232,018
+59,590
308
$23.6M 0.01%
1,077,768
-124,207
309
$23.6M 0.01%
1,539,246
-230,652
310
$23.5M 0.01%
963,230
-190,532
311
$23.5M 0.01%
491,875
-35,737
312
$22.9M 0.01%
231,278
+58,834
313
$22.7M 0.01%
78,753
+3,049
314
$22.6M 0.01%
548,327
-10,002
315
$22.4M 0.01%
64,517
-4,640
316
$22.2M 0.01%
716,435
-156,853
317
$21.9M 0.01%
1,195,732
-317,326
318
$21.6M 0.01%
488,148
-132,557
319
$21.3M 0.01%
273,252
-17,263
320
$21M 0.01%
215,491
+5,188
321
$20.9M 0.01%
1,837,483
+185,395
322
$20.8M 0.01%
134,354
+416
323
$20.7M 0.01%
159,412
-8,863
324
$20.4M 0.01%
383,581
-125,363
325
$20.4M 0.01%
716,550
+58,872